Shelli R Stayner
Portland, OR
Shelli R Stayner of Portland, OR is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $76,891 in reported broker commissions (plan year 2025).
Quick answer
Shelli R Stayner (Portland, OR) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shelli R Stayner have?
- Shelli R Stayner is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Shelli R Stayner's largest employer clients?
- By plan participants, the largest include The College Of Idaho (231 participants) and Delta Dental Of Idaho (107 participants).
- How much does Shelli R Stayner earn in commissions?
- Insurers reported $76,891 in broker commissions and $5,370 in fees paid to Shelli R Stayner for plan year 2025, per Schedule A Part 1.
- Where is Shelli R Stayner located?
- Shelli R Stayner is based in Portland, OR.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shelli R Stayner on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The College Of Idaho | ID | 231 | 2025-12-31 |
| Delta Dental Of Idaho | ID | 107 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Oregon
- Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
- The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
- M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
- Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
- Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
- Heartsease LLC: 54 employer clients, $299,990 reported commissions (Hillsboro)
- Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
- Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.